C.E. Info Systems Limited — PPTs, 07-08-2025: Investor Presentation

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**1. Financial Highlights:**

Q1FY26 saw robust growth: Revenue ₹121.6 Cr (+19.8% YoY), EBITDA ₹55.9 Cr (+30.6% YoY), and PAT ₹45.8 Cr (+27.7% YoY). Margins expanded: EBITDA to 46.0% (from 42.1%), PAT to 33.9% (from 32.1%). Map-led revenue grew 26% to ₹98.2 Cr with 54.8% margins. Cash & equivalents stood at ₹676.9 Cr.

**2. Strategic Initiatives & Growth Drivers:**

Increased IoT subsidiary (Gtropy) stake to 96%, reflecting confidence in IoT prospects. Mappls DT (wholly-owned) is now operational for government/defence digital transformation. Focus on Live HD Maps for autonomous driving continues. Invested ₹25 Cr in Zepto for quick commerce solutions, targeting ₹1000 Cr revenue by FY28.

**3. Business Developments:**

Secured a strategic partnership with Zepto for SDK/API integration. Won new automotive programs, including go-lives with Tata Motors Harrier.ev. Launched Linux-based navigation and HD maps. Noted wins in EV fleet management, logistics, healthcare analytics, and government projects (e.g., Police Dial 112).

**4. Market Position & Competitive Advantage:**

Map-led business remains a key growth engine with strong margin expansion. The company's differentiation stems from its focus on Live HD Maps for advanced applications like autonomous driving. A broad customer base across automotive, enterprise, and government sectors reinforces its strong market presence.

**5. Investor Implications:**

Robust Q1 financial performance and margin growth indicate positive growth potential. Strategic investments in IoT, quick commerce, and advanced mapping capabilities position the company for future expansion. Investors should monitor execution towards the ambitious FY28 revenue goal. The company advises assessing performance on a yearly basis.